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IBDP

iShares iBonds Dec 2024 Term Corporate ETF

Delisted

IBDP was delisted on the 16th of December, 2024.

333 hedge funds and large institutions have $1.67B invested in iShares iBonds Dec 2024 Term Corporate ETF in 2024 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 93 increasing their positions, 157 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% less funds holding

Funds holding: 354333 (-21)

10% less capital invested

Capital invested by funds: $1.86B → $1.67B (-$192M)

22% less funds holding in top 10

Funds holding in top 10: 1814 (-4)

41% less repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 157

45% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 40

Holders
333
Holders Change
-21
Holders Change %
-5.93%
% of All Funds
4.78%
Holding in Top 10
14
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-22.22%
% of All Funds
0.2%
New
22
Increased
93
Reduced
157
Closed
40
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AIA
51
Arcadia Investment Advisors
Idaho
$7.77M +$341K +13,567 +5%
MWM
52
MinichMacGregor Wealth Management
New York
$7.77M +$218K +8,668 +3%
SWMG
53
Signature Wealth Management Group
Georgia
$7.73M +$4.4K +175 +0.1%
MGIA
54
Matthew Goff Investment Advisor
Texas
$7.68M -$223K -8,886 -3%
MFG
55
Merit Financial Group
Georgia
$7.66M -$728K -28,964 -9%
SWM
56
Scissortail Wealth Management
Oklahoma
$7.54M -$6.66M -264,904 -100%
PPWM
57
PFG Private Wealth Management
Florida
$7.35M +$83.4K +3,318 +1%
MAS
58
Madden Advisory Services
Florida
$7.33M +$596K +23,699 +9%
MFIM
59
Mesirow Financial Investment Management
Illinois
$7.19M -$379K -15,066 -5%
LIM
60
Leavell Investment Management
Alabama
$7.1M -$2.46M -97,716 -26%
HFRG
61
Houlihan Financial Resource Group
Virginia
$6.94M -$264K -10,496 -4%
HA
62
Hamel Associates
New Jersey
$6.89M -$266K -10,581 -4%
BL
63
Balentine LLC
Georgia
$6.87M -$505K -20,094 -7%
Envestnet Asset Management
64
Envestnet Asset Management
Illinois
$6.85M +$386K +15,364 +6%
EWA
65
EP Wealth Advisors
California
$6.78M -$198K -7,883 -3%
SWP
66
Stratos Wealth Partners
Ohio
$6.7M
FCA
67
FinTrust Capital Advisors
South Carolina
$6.68M +$7.04K +280 +0.1%
ANTB
68
AMG National Trust Bank
Colorado
$6.61M
CCWA
69
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$6.57M -$1.29M -51,184 -16%
Deutsche Bank
70
Deutsche Bank
Germany
$6.26M +$345K +13,716 +6%
FBB
71
Fulton Breakefield Broenniman
Maryland
$6.19M -$286K -11,365 -4%
BPA
72
Beacon Pointe Advisors
California
$6.13M -$1.54M -61,340 -20%
JP Morgan Chase
73
JP Morgan Chase
New York
$6.05M -$5.01M -199,305 -45%
IA
74
IFP Advisors
Florida
$5.58M +$523K +20,806 +10%
NG
75
Northstar Group
New York
$5.54M

IBDP Hedge Fund Activity: Q3 2024 in Review

333 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2024 Term Corporate ETF (IBDP) for Q3 2024, worth a combined $1.67B — down 10% from $1.86B a quarter earlier.

Sellers outnumbered buyers: 40 funds closed out of IBDP and 22 opened new positions — a net loss of 18 holders — while 157 trimmed existing stakes and 93 added.

The largest buyer was Susquehanna International Group, adding an estimated $16M. The largest seller was Kathmere Capital Management, cutting an estimated $25.3M.

  • 333 institutional investors held iShares iBonds Dec 2024 Term Corporate ETF (IBDP) as of Q3 2024, down from 354 in Q2 2024.
  • Funds reported $1.67B of iShares iBonds Dec 2024 Term Corporate ETF stock for Q3 2024, down 10% quarter-over-quarter.
  • 22 funds opened new iShares iBonds Dec 2024 Term Corporate ETF positions in Q3 2024 and 40 closed out, a net change of -18 holders.
  • The largest iShares iBonds Dec 2024 Term Corporate ETF buyer in Q3 2024 was Susquehanna International Group, an estimated $16M added.
  • The largest iShares iBonds Dec 2024 Term Corporate ETF seller in Q3 2024 was Kathmere Capital Management, an estimated $25.3M sold.

Based on aggregated 13F filings for Q3 2024.